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Vertex, Inc.

DateNameTitleTypeSecuritySharesPriceValueOwnershipReported
10/10/2023Tensile Capital Management LP10% OwnerSaleClass A Common Stock10k$24.55$245.5kBy Tensile Capital Partners Master Fund LP10/06/2023
10/09/2023Tensile Capital Management LP10% OwnerSaleClass A common stock20k$23.98$479.6kBy Tensile Capital Partners Master Fund LP10/06/2023
10/06/2023Tensile Capital Management LP10% OwnerSaleClass A common stock120k$24.25$2.9MBy Tensile Capital Partners Master Fund10/06/2023
10/02/2023Westphal Jeffery10% OwnerSaleClass A Common Stock1.1M$22.32$24.6MSee Footnote10/02/2023
09/29/2023Tensile Capital Management LP10% OwnerSaleClass A common stock60k$23.36$1.4MBy Tensile Capital Partners Master Fund LP09/29/2023
08/14/2023ANDERSEN ERIC C.DirectorSaleClass A Common Stock15.1k$19.50$294.9k 08/14/2023
08/02/2023Westphal Jeffery10% OwnerConversionClass A Common Stock879k$0.00$0See Footnote08/02/2023
08/02/2023Westphal Jeffery10% OwnerConversionClass B Common Stock879k$0.00$0See Footnote08/02/2023
07/14/2023Westphal Jeffery10% OwnerSaleClass A Common Stock89.2k$18.66$1.7MBy The 2009 Jeffrey R. Westphal Generation Skipping Trust07/12/2023
07/13/2023Westphal Jeffery10% OwnerSaleClass A Common Stock155.1k$18.91$2.9MBy The 2009 Jeffrey R. Westphal Generation Skipping Trust07/12/2023
07/12/2023Westphal Jeffery10% OwnerSaleClass A Common Stock80.8k$18.90$1.5MBy The 2009 Jeffrey R. Westphal Generation Skipping Trust07/12/2023
06/30/2023Westphal Jeffery10% OwnerSaleClass A Common Stock600k$19.07$11.4MBy The 2009 Jeffrey R. Westphal Generation Skipping Trust06/30/2023
06/30/2023Westphal Jeffery10% OwnerSaleClass A Common Stock8.8k$19.92$175.2kSee Footnote06/30/2023
06/28/2023Westphal Jeffery10% OwnerSaleClass A Common Stock800k$18.26$14.6MBy The 2009 Jeffrey R. Westphal Generation Skipping Trust06/28/2023
05/15/2023SCHWAB JOHN RCFOSaleClass A Common Stock30k$19.61$588.4k 05/15/2023
05/15/2023SCHWAB JOHN RCFOExerciseStock Option30k$4.70$141k 05/15/2023
05/15/2023Butler LisaCHIEF ACCOUNTING OFFICERSaleClass A Common Stock10k$19.56$195.6k 05/15/2023
05/15/2023Butler LisaCHIEF ACCOUNTING OFFICERExerciseStock Option10k$2.50$25k 05/15/2023
04/04/2023ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerSaleClass A Common Stock36.5k$21.41$781.2k 03/31/2023
04/04/2023ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerSaleClass A Common Stock36.5k$21.41$781.2k 03/31/2023
04/03/2023ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerSaleClass A Common Stock27.1k$21.05$570.9k 03/31/2023
04/03/2023ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerSaleClass A Common Stock27.1k$21.05$570.9k 03/31/2023
03/31/2023ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerSaleClass A Common Stock32.4k$20.78$672.4k 03/31/2023
03/31/2023ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerConversionClass A Common Stock2.6M$0.00$0 03/31/2023
03/31/2023ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerConversionClass B Common Stock2.6M$0.00$0 03/31/2023
03/31/2023ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerSaleClass A Common Stock32.4k$20.78$672.4k 03/31/2023
03/22/2023ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerSaleClass A Common Stock10.5k$18.24$192.1k 03/20/2023
03/22/2023ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerSaleClass A Common Stock10.5k$18.24$192.1k 03/20/2023
03/21/2023ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerSaleClass A Common Stock11.4k$18.25$207.6k 03/20/2023
03/21/2023ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerSaleClass A Common Stock11.4k$18.25$207.6k 03/20/2023
03/20/2023ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerSaleClass A Common Stock2.4k$18.26$43k 03/20/2023
03/20/2023ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerSaleClass A Common Stock2.4k$18.26$43k 03/20/2023
03/17/2023ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerSaleClass A Common Stock30.2k$18.29$551.3k 03/15/2023
03/17/2023ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerSaleClass A Common Stock30.2k$18.29$551.3k 03/15/2023
03/16/2023ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerSaleClass A Common Stock73.3k$18.60$1.4M 03/15/2023
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